Aries Wealth Management’s QuantumScape Corp QS Stock Holding History

Aries Wealth Management’s Portfolio QS Stock Details QS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,500	Closed	-$72.2K	–	208
2023 Q3	$72.2K	Hold	11,500	–	–	0.03%	191
2023 Q2	$91.9K	Hold	11,500	–	–	0.04%	194
2023 Q1	$94.1K	Buy	+11,500	New	+$93.4K	0.04%	186
2021 Q2	–	Sell	-5,000	Closed	-$204K	–	187
2021 Q1	$204K	Hold	5,000	–	–	0.09%	168
2020 Q4	$284K	Buy	+5,000	New	+$183K	0.14%	132

Other funds holding QS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aries Wealth Management's QS Position: Q4 2023 in Review

Aries Wealth Management sold out of QuantumScape Corp (QS) in Q4 2023, closing a stake of 11,500 shares — an estimated $72.2K sold.

Aries Wealth Management first reported a position in QS in Q4 2020 and held it in 5 quarters. The position peaked at $284K in Q4 2020. 380 funds tracked by Wall St. Rank hold QS as of Q4 2023.

Aries Wealth Management reported no remaining QuantumScape Corp position as of Q4 2023 after selling out during the quarter.
Aries Wealth Management sold 11,500 QuantumScape Corp shares in Q4 2023, an estimated $72.2K.
Aries Wealth Management first reported a position in QuantumScape Corp in Q4 2020 and held it in 5 quarters.
Aries Wealth Management's QuantumScape Corp position peaked at $284K in Q4 2020.
380 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2023.

Based on Aries Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.